Trusts & Estates Planning Updates: What You Need to Know for 2023 & Beyond


Business law seminar series

Join Flaster Greenberg PC and Marcum LLP for a monthly Business Law Seminar Series.

The educational sessions will focus on topics that have an impact on most businesses in New Jersey and Pennsylvania, including updates on recent and pending legislative and administrative actions.

Our one-hour programs are geared toward business owners and business executives, and the professionals who advise them: accountants, financial advisors, bankers, and investors. Attendees will also have the opportunity to network with other business owners and professionals, and earn CLEs and CPEs.


Trusts & Estates Planning Updates: What You Need to Know for 2023 & Beyond

The current tax environment and recent legislative updates offer both opportunities as well as challenges for business owners and wealthy individuals. But, with looming estates and tax changes ahead, taking action now could be advantageous.

The panelists for this seminar will cover estate planning for closely-held business owners and high-net-worth individuals including:


David Neufeld, Esq., Shareholder, Trusts & Estates Practice, Flaster Greenberg PC

Courtney Dolaway, Esq., Shareholder, Trusts & Estates Practice, Flaster Greenberg PC

Christi Gallagher, CPA, Partner, Marcum LLP


Wednesday, December 13 | 8:15 a.m. - 10:15 a.m.


Marcum LLP

601 Route 73 North, Third Floor

Marlton, NJ 08053


Registration and Breakfast:  8:15 a.m. - 8:45 a.m.

Presentation: 8:45 a.m. - 9:45 a.m.

Additional Networking: 9:45 a.m. - 10:15 a.m.


1 NJ and PA CPE available.

1 Substantive PA CLE available.

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Practice Areas

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